Lead Does Not Trigger Smart Campaign

Version 6

    Issue Description
    Troubleshooting steps to determine why a lead failed to trigger a Smart Campaign

     

    Issue Resolution

    View this video to see how to troubleshoot this issue.

     

    When a trigger campaign Smart List contains both triggers and filters, the filters criteria must be satisfied before or at the exact moment the trigger fires.  To determine whether this is the case for a particular lead:

    1. Look at the Smart List to determine what filter criteria need to be satisfied.
    2. Open the lead's activity history and see when the activity occurred that should have triggered the campaign.
    3. Go through the lead's activity history and determine when the values were set for each of the filter criteria.

    If one of the values was set after the trigger fired, the lead would not have qualified in time to go through the Smart Campaign.